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FundX Investment Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

FundX Investment Group’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-224,126
Closed -$10.2M – 28
2014
Q3 		$10.2M Sell
224,126
-72,568
-24% -$3.51M 3.83% 9
2014
Q2 		$14.8M Buy
+296,694
New +$14M 5.71% 6

Other funds holding XLE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FundX Investment Group's XLE Position: Q4 2014 in Review

FundX Investment Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2014, closing a stake of 224,126 shares — an estimated $10.2M sold.

FundX Investment Group first reported a position in XLE in Q2 2014 and held it in 2 quarters. The position peaked at $14.8M in Q2 2014. 562 funds tracked by Wall St. Rank hold XLE as of Q4 2014.

  • FundX Investment Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • FundX Investment Group sold 224,126 State Street Energy Select Sector SPDR ETF shares in Q4 2014, an estimated $10.2M.
  • FundX Investment Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and held it in 2 quarters.
  • FundX Investment Group's State Street Energy Select Sector SPDR ETF position peaked at $14.8M in Q2 2014.
  • 562 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2014.

Based on FundX Investment Group's 13F filing for Q4 2014, filed 29 Jan 2015.